Use the Task dialog to create and update work

The Task dialog is the focused place to create and update a Task. It shows the Task name, description, core fields, related CRM records, estimates, tags, attachments, subtasks, comments, activity, dependencies, and time details when those features are enabled.

Quick Task is a smaller capture flow. It is useful when you only need to create the Task name first and add details later.

Before you start

• You must have access to the List or related item that contains the Task.
• Creating Tasks requires create access.
• Editing fields requires the matching edit, status, assignment, comment, attachment, or settings access.
• Some sections appear only when enabled in App Settings.
• The app must be online for changes that need sync, uploads, activity refresh, or cross-List moves.

Full Task Dialog Reference

Area	Control or section	What it does	Requirement or state
Header	Done	Closes the Task dialog.	Dialog is open.
Header	Task title	Shows the current Task context.	View access.
Header	more actions	Opens edit, select, focus, remind me, copy URL, duplicate, copy to, move, archive, or delete when available.	Action-specific access.
Overview	Parent/List chip	Shows the parent Task or containing List and can open it.	View access.
Overview	external source chip	Opens source email or connected source link when present.	Source link exists.
Overview	Task name	Primary Task title.	Edit access to change.
Overview	Description	Rich text Task context.	Description enabled and edit access.
Overview	Related to	Links CRM contacts or companies.	CRM enabled and assignment access.
Overview	Status	Current progress state.	Status access.
Overview	Progress	Percent progress slider.	Progress enabled and edit access.
Overview	Priority	Task importance.	Priority enabled and edit access.
Overview	Section	List section/category.	Sections enabled and edit access.
Overview	Owner	Person accountable for the Task.	Owner/settings access when required.
Overview	Assignees	People assigned to help.	Assignees enabled and assignment access.
Overview	Start	Planned start date/time.	Start date enabled and edit access.
Overview	Due	Due date/time.	Edit access.
Overview	Repeat	Repeat pattern.	Edit access.
Overview	Estimate points	Planning size value and per-assignee split when enabled.	Points enabled and edit access.
Overview	Time estimate	Total and per-assignee time estimate.	Time tracking enabled and edit access.
Overview	Time tracker	Live timer and time entries for the Task.	Time tracking enabled and access allowed.
Overview	Custom fields	Additional fields configured for the List.	Custom fields configured and edit access.
Overview	Tags	Adds or removes tags.	Tags enabled and edit access.
Overview	Attachments	Uploads, previews, opens, refreshes, and deletes files.	Attachments enabled, online, and upload/delete access.
Subtasks	Pending/completed subtasks	Creates, filters, reorders, opens, and updates subtasks.	Subtasks enabled and access allowed.
Comments	Comment composer and comment list	Adds, edits, and deletes comments.	Comments enabled and comment access.
Activity	Timeline	Shows created entry and tracked field changes.	Activity enabled and online for latest data.
Dependency	Blocking and Waiting groups	Reviews or removes dependency links.	Dependency enabled and edit access for changes.

Quick Task Reference

Control	What it does	Requirement
Quick Task name input	Captures the Task name.	Create access.
Expand	Opens the full Task dialog for more details.	Create access.
Add & New	Creates the Task and keeps capture mode ready for another Task.	Name is not empty and create access.
Enter key	Creates when supported and the name is valid.	Name is not empty.

Create a Task with the full dialog

1. Open the target List.
2. Choose + New Task.
3. Enter a Task name.
4. Add description, status, owner, assignees, priority, and dates as needed.
5. Add related CRM records, tags, estimates, subtasks, comments, or attachments only when useful.
6. Close the dialog with Done.

Capture a Quick Task

1. Open a List view where Quick Task is visible.
2. Choose + Quick Task or the quick input.
3. Enter a clear Task name.
4. Use Create Task or Add & New when the name is valid.
5. Expand to the full dialog if you need more details immediately.

Open an existing Task

1. Select the Task from a List row, card, table row, dashboard item, search result, link, or related record.
2. Review the header and parent/List chip to confirm the correct Task.
3. Update fields or add context.
4. Close with Done.

Troubleshooting

Create Task is disabled

• Symptom: The guide or dialog create action is disabled.
• Cause: The Task name may be empty, create access may be missing, or the app may be offline.
• Resolution:
  1. Enter a Task name.
  2. Confirm you have create access on the List.
  3. Check the connection.
  4. Try the full + New Task action if Quick Task is hidden.

Fields are disabled

• Symptom: You can view the Task but cannot edit fields.
• Cause: Your role may not allow editing, status changes, assignment changes, comments, uploads, or dependency changes.
• Resolution:
  1. Confirm you are in the correct Space and List.
  2. Ask the List owner or Space admin to review your access.
  3. If only one section is disabled, ask for that specific access.

A tab is missing

• Symptom: Subtasks, Comments, Activity, Dependency, Attachments, estimates, tags, or time tracking is not visible.
• Cause: The feature may be disabled in App Settings, unavailable for the current plan, hidden by access, or not relevant to the current Task.
• Resolution:
  1. Check App Settings.
  2. Confirm your role can use the feature.
  3. Use the available Overview fields until the feature is enabled.

A newly created Task is not visible in the current view

• Symptom: The Task was created but does not appear in the current List layout.
• Cause: Active filters, Mine, contributors, grouping, completed visibility, hidden groups, or date range may hide it.
• Resolution:
  1. Clear filters.
  2. Turn off Mine.
  3. Show completed Tasks if needed.
  4. Search for the Task name.
  5. Check another saved view in the same List.

FAQ

Should I use New Task or Quick Task?

Use New Task when you already know the details. Use Quick Task when you only need to capture the Task name first.

Does closing the Task dialog save changes?

Most field updates save as you make them. If a section shows a Save or Set action, use that action before closing.